Catherine Allen-Carlozo, CFP®

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For more than 30 years Catherine has worked in the financial profession, developing and implementing comprehensive financial plans and helping business owners and families achieve their dreams and goals. It is her passion to change the conversation about personal finance for women from “I hope that I can…” to “I know that I will…” in order to help them experience lasting financial freedom. She strives to cultivate long-lasting relationships and bring peace of mind to every client.

Catherine earned the CERTIFIED FINANCIAL PLANNER designation to help ensure she is always prepared to educate & empower her clients at HFM Investment Advisors, who are taking on a stronger leadership role in their financial lives.

Catherine has a fascination with Space and the universe. She “may” have been influenced by her NASA Astronaut brother Andrew Allen.  Next time you visit our Glassboro office be sure to stop by and see Catherine’s collection of photographs taken from her brother’s (Andrew Allen) space shuttle missions.

HFM Catherine Allen-Carlozo Speaker Sheet

Often Described As
Curious, a neatnik or perfectionist. Someone with Stick-to-it-tive-ness.

What You Find Underrated
Listening- It’s important to truly listen and not just be waiting to respond.

Friends or Family Poke Fun At
Being such a neatnik. Everything has its place and I will notice if something has been moved!

Favorite Quote
I have a few but my favorite is: Success- it’s not the things you get but the hearts you touch that will determine your success.

Top of Mind During Calls with Clients
Genuinely wondering how they and their family are and how I can help them with issues beyond finances.

Family Matters
Married to Anthony and Step Mom to three Montana, Bianca and Nina.

Most People Might Not Know
I love Zumba and any kind of dancing.

Most Memorable Trip
Traveling to Florida with family to watch all three of my brother’s space shuttle launches.

Top Five Movies
North By Northwest, It’s a Wonderful Life, Predator, Jaws and The Great Race.

Favorite App
Daily Prayers

Ideal Weekend
Spending the day at a Spa and getting a massage or a facial. (Doesn’t happen often enough)!